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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$80K +$17.9K +1,170 +23%
ST
202
Smithfield Trust
Pennsylvania
$58K
HR
203
Howe & Rusling
New York
$57K
CFG
204
Citizens Financial Group
Rhode Island
$56K -$20.5K -1,339 -23%
S
205
SignatureFD
Georgia
$54K +$19.6K +1,284 +45%
QCG
206
Quadrant Capital Group
Ohio
$52K -$581 -38 -0.9%
GXMC
207
Global X Management Company
New York
$44K +$12.5K +818 +32%
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$6.34K -415 -11%
WT
209
Whittier Trust
California
$40K
EWM
210
Evercore Wealth Management
New York
$39K
KT
211
Kanaly Trust
Texas
$34K -$34.4K -2,253 -46%
JSAM
212
J. Safra Asset Management
New York
$34K +$39.8K +2,605 New
DVM
213
Dreman Value Management
Florida
$33K +$38.5K +2,520 New
AssetMark Inc
214
AssetMark Inc
California
$32K +$20.9K +1,369 +121%
BGIM
215
Brandywine Global Investment Management
Pennsylvania
$26K
ZB
216
Zions Bancorporation
Utah
$23K -$15.3K -999 -35%
TDC
217
Thompson Davis & Co
Virginia
$22K +$9.55K +625 +56%
FHA
218
First Horizon Advisors
Tennessee
$19K
WA
219
WFG Advisors
Texas
$18K +$8.37K +548 +64%
AA
220
Apriem Advisors
California
$16K +$3.82K +250 +25%
ANBT
221
American National Bank & Trust
Texas
$14K
RWA
222
Ropes Wealth Advisors
Massachusetts
$14K
WA
223
Winfield Associates
Ohio
$14K +$1.68K +110 +11%
RFWA
224
RPg Family Wealth Advisory
Massachusetts
$13.5K -$8.1K -530 -34%
MFS
225
MSI Financial Services
Massachusetts
$11K -$5.06K -331 -28%